Embed Size (px)
Citation preview
China Life MPF Member Online Account User Guide
1. Two-Factor Authentication (First-Time Registration, Login, Reset Password)
2. List of Accounts and Balance
3. Check Contribution History
4. Check and Change Investment Choice
5. Edit Password
6. Download Statement
China Life MPF Member Online AccountTwo-Factor Authentication User Guide
First-Time Registration Login Reset Password
What is Two-Factor Authentication (2FA)? When do I need to use 2FA?
• A more secure and reliable identity confirmation method
• For login, a one-time verification code will be sent to your mobile no. or email address held by record of China Life
Trustees Limited every time. Verification code (together with the password you have set) is a must to login
• To register online account for first-time* and/or to reset password, verification code is also required to work with
your HKID/passport number and date of birth
Member Online Account for Website & Mobile Apps
• Same account for website and mobile apps
• Website: www.chinalife.com.hk First click “Login” in the top-right-hand corner and then select “Hong Kong MPF”
under “Individual”
• Mobile apps: Download “China Life MPF” (iOS or Android) and click “Member Login”
* If you have registered with other China Life MPF account(s) before, no re-registration is needed.
First-Time RegistrationStep 1 – Identity Authentication
Enter your date of birth
Select the way you would like to receive the verification code. Then
click “Send Verification Code”, a one-time verification code will be
sent to your mobile no. or email address registered at China Life
Trustees Limited
Click “Next Step”
Enter the verification code received
A1234567
Enter your HKID/ Passport No. or User ID
01/01/1990
123456
Click “Register” on login page to enter this page
OR
123456
First-Time RegistrationStep 2 – Set Up Your Online Account
Set an user ID for your
online account
Set a password for your
online account and enter it
again
Testing123
••••••••
••••••••
First-Time RegistrationStep 3 – Completed
Login
Enter your HKID / passport number or User ID
You may choose one of the login ID types in below:
1. HKID / passport; or
2. User ID that you have set in registration
Enter the password you have set in registration
Click “Login”
A1234567
••••••••
Enter the verification code received
123456
Select the way you would like to receive the verification code. Then
click “Send Verification Code”, a one-time verification code will be
sent to your mobile no. or email address registered at China Life
Trustees Limited
OR
123456
Reset PasswordStep 1 – Identity Authentication
Enter your date of birth
Click “Next Step”
Enter the verification code received
A1234567
Enter your HKID/ Passport No. or User ID
01/01/1990
123456
Click “Forget Password” on login page to
enter this page
OR
123456
Select the way you would like to receive the verification code. Then
click “Send Verification Code”, a one-time verification code will be
sent to your mobile no. or email address registered at China Life
Trustees Limited
Reset PasswordStep 2 – Reset Password
Set a new password and
enter again
Click “Next Step”
••••••••
••••••••
Reset PasswordStep 3 – Completed
China Life MPF Member Online Account User Guide2. List of Accounts
You can check your accountbalance and gain / loss sinceinception
1
Click Scheme No. toshow more details
2
Account Balance
Different contribution portions areshown
300001234567-000001
Constituent Fund Balance
Click “ConstituentFund Balance”
4
Your MPF assets are shown in pie chart interms of constituent fund
500001234567-000001
Constituent Fund Balance
Balance in terms ofconstituent funds areshown
6
00001234567-000001
China Life MPF Member Online Account User Guide3. Contribution History
Click Scheme No.1
Contribution History
Click “ContributionHistory”
2
Select range of contribution period then click “Go”
Only records of last 24 months can be shown
3
10/07/2018 09/07/2020
00001234567-000001
Contribution History
Details of each contribution periodwill be shown
4
00001234567-000001
China Life MPF Member Online Account User Guide4. Investment Choice
Click Scheme No.1
Investment Choice
Click “InvestmentChoice”
2
Your investment choice will be shown in pie charts and table
3
00001234567-000001
Changing Future Contribution and Transfer-In Assets / Rebalancing Existing Accrued Benefits
• If you wish to change the fund choice for“new money”, i.e. future contribution andtransfer-in assets: please perform “Changing Future
Contribution and Transfer-In Assets”instruction
(your existing accrued benefits would notbe affected)
4
• If you wish to change the fund distributionfor “old money”, i.e. existing accruedbenefits : please perform “Rebalancing Existing
Accumulated Unit Holdings” instruction(your future contribution and transfer-inassets would not be affected)
• If you wish to change the fund choice forboth “old money” and “new money” please perform both instructions
Now we will first demonstrate how to changefund choice for future contribution andtransfer-in assets
Click “Changing Future Contribution andTransfer-In Assets”
5
Changing Future Contribution and Transfer-In Assets
Read through theTerms of Use
6
00001234567-000001
Changing Future Contribution and Transfer-In Assets
this box to confirm that youhave read and understood theMPF Scheme Brochure and theNotes set out above
7
Click“Confirm”
8
00001234567-000001
Changing Future Contribution and Transfer-In Assets
You may choose eitherOption 1 for DefaultInvestment Strategy(“DIS”), or Option 2 forconstituent fund(s)
9
00001234567-000001
Changing Future Contribution and Transfer-In Assets
If you wish to changeyour investment choiceto DIS, Option 1
10
00001234567-000001
Changing Future Contribution and Transfer-In Assets
If you wish to change yourinvestment choice to constituentfund, Option 2, and then inputyour new investment allocation
Please note that total percentagemust add up to 100%
11
30
70
Click“Submit”
12
Changing Future Contribution and Transfer-In Assets
Check the instructionagain and click “Confirm”
13
00001234567-000001
Changing Future Contribution and Transfer-In Assets
Choose how would youlike to receive thenotification, then click“Confirm”
14
Changing Future Contribution and Transfer-In Assets
An acknowledgementwill be shown
15
00001234567-000001
00001234567-000001
00001234567
Rebalancing Existing Accrued Benefits
Now we will demonstrate howto change fund choice forexisting accrued benefits
Click “Rebalancing ExistingAccumulated Unit Holdings”
16
00001234567-000001
Rebalancing Existing Accrued Benefits
Read through theTerms of Use
17
00001234567-000001
Rebalancing Existing Accrued Benefits
this box to confirm that youhave read and understood theMPF Scheme Brochure and theNotes set out above
18
Click“Confirm”
19
00001234567-000001
Rebalancing Existing Accrued Benefits
You may choose either Option 1 for Default Investment Strategy (“DIS”), or Option 2 for constituent fund(s)
20
00001234567-000001
Rebalancing Existing Accrued Benefits
If you wish to changeyour investment choiceto DIS, Option 1
21
00001234567-000001
Rebalancing Existing Accrued Benefits
If you wish to change your investment choice to constituent fund, Option 2, and then input your new investment allocation
Please note that total percentage must add up to 100%
22
100
Click“Submit”
23
Rebalancing Existing Accrued Benefits
Check the instructionagain and click “Confirm”
24
00001234567-000001
Rebalancing Existing Accrued Benefits
Choose how would youlike to receive thenotification, then click“Confirm”
25
Rebalancing Existing Accrued Benefits
An acknowledgementwill be shown
26
00001234567-000001
00001234567-000001
00001234567
China Life MPF Member Online Account User Guide5. Edit Login Password
For security purpose, we highly recommend youto change your password periodically
•••••••• Enter your existing password2
••••••••
••••••••
Set your new password, andenter it again
3
Click“Submit”
4
Click “Edit Login Password”1
China Life MPF Member Online Account User Guide6. Statement Download
Click “Statement Download”1
Click “Retrieve” to download the PDF file(s) of various types of statement
200001234567
00001234567
